Meet Dan
Retired and Making a Nest-Egg at Last
DAN’S ISSUES
Retirement Dreams
Dan loves to fish. He made a career out of fishing as the owner of a large charter operation. When he retired, if you can believe it, he wanted to… fish!
Need for Replacement Income
Dan does not want to think about his income. He sold his business on an owner-carry note and gets a reliable check every month. But that note will be paid off in 2020. He needs to replace that income.
A Cautious Buyer
Wary of Wall Street and equally wary of SSAs, Dan did his research and after a thorough due diligence session, his CPA and attorney gave him the green light.
DAN’S SOLUTION
Stop Worrying About the Income and Focus on the Fish
Solve for Income
To replace his business note, Dan bought several deferred income cases. He wanted income from 2025 to 2045.
SSAs Match Dan’s Retirement Planning Mind Set
He can use future guaranteed streams to pick right up where his current income source stops.
Structured Settlement Annuities are right for Dan
Dan can buy guaranteed income starting the moment his existing income stops. In addition, he can take advantage of the high yields of SSAs with the deferred income cases he has purchased. As an additional benefit, he can hedge his real estate positions and carried note exposure.
